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Golden Handcuffs: How Executive Benefits Help Business Owners Retain and Attract Top Talent
People - not products or profits - are often the most significant drivers of a company’s long-term success, making top talent one of its...
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1 day ago2 min read
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The One Big Beautiful Bill: What It Means for High-Income Investors, Pre‑Retirees, Retirees & Business Owners
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act . This expansive legislation encompasses tax reform,...
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Jul 102 min read
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ESOPs and Business Success: A Key to Long-Term Prosperity
In the intricate world of business ownership, one topic continues to gain traction for its financial and cultural benefits: Employee...
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Jan 212 min read
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Navigating the Post-Election Economic Landscape: Key Insights for Retirees and Business Owners
The 2024 presidential election marked a turning point in U.S. politics and policy. With Donald Trump projected as the next President and...
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Dec 10, 20243 min read
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Securing Your Business Future with Buy-Sell, Key Man, and Golden Handcuff Strategies
As a successful business owner or pre-retiree, your hard work and strategic decisions have built your enterprise into what it is today....
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Jun 18, 20243 min read
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